Questions

[Deleted User]

Hoping for some answers regarding when a solicitors is dealing with an estate:
1. If there are two executors on a will, and the executors live within close radius. Should the initial meeting be held with all parties? And what about further meetings, who should be present?
2. With regards to any documents sent out by the solicitor (re: letters, emails etc), should both executors receive these document, and should the documents be address to both executors even tough they are being sent to two different addresses?
Also, lets say the two executors share a property on paper, but one of the executors has lived at another property for over 10 years. Do the solicitors have the right just to be sending documentation to the shared address, or should it be sent to the two different addresses? 

Brynsam

ColourfulRainbow said:

Hoping for some answers regarding when a solicitors is dealing with an estate:
1. If there are two executors on a will, and the executors live within close radius. Should the initial meeting be held with all parties? And what about further meetings, who should be present?
2. With regards to any documents sent out by the solicitor (re: letters, emails etc), should both executors receive these document, and should the documents be address to both executors even tough they are being sent to two different addresses?
Also, lets say the two executors share a property on paper, but one of the executors has lived at another property for over 10 years. Do the solicitors have the right just to be sending documentation to the shared address, or should it be sent to the two different addresses? 
3. When signing any documentation for the solicitor, should the solicitor be providing copies of this signed paperwork to the executors for their records?
4. With regards to a draft Administration and Distribution Account in relation to the estate. Should both executors be named on this paper work or just one executor? 
5. Can the solicitor actually send out the a draft Administration and Distribution Account when elements of the estate are still outstanding and expect it to be approved by the executors? Especially when real estate, and Land is still awaiting registration and completion with the Land Registry. 
6. When Land is registered with the Land Registry should the financial figure say on the registry where is states (for example) "The value stated at the 1 January 2019 was £130.00" should this figure match under the "asset" section of the Administration and Distribution Account document, and should it match a valuation report that was done (say the valuation report was done 2016 but the land not registered until 2019,  should the figures still match? 
7. If the amount regarding point 6 was different, should I be concerned, and what should I do? 
8. On the Administration of estate form, it refers to the value element: Liquid estate, Land Value, Cost Ellement and figures are given. For the liquid easte it refers to a charge but in brackets states "not charged". For the land vaule again I'm given a figure but again in brackets it states "BUT SAY £XXXX.XX" There is a large reduction here. Then for the time ellement I charged another figure (no change to this amount).  
It looks like some form of discount but thats somthing I've never discussed what so ever with them, and I'm assuming this is somthing they can not nowgo back on or even  change?

I look forward to receiving some advise on the above.
 

You seem to be overthinking a lot of things - it really isn't that bad!

1. You don't necessarily need to have any meetings. As for who should be present, up to the executors to decide if both need to attend.
2. Whatever the executors agree. With e-mails it's easy to send to both.
3. Executors can take their own copies. You can ask for further copies, but you'll put your costs up.
4. Both.
5. A solicitor can always send a draft - that's why it's called a 'draft'.
6. Probably not.
7. and 8. Ask your solicitor - that's why you are employing them.

AnotherJoe

ColourfulRainbow said:

Brynsam said:

ColourfulRainbow said:

Hoping for some answers regarding when a solicitors is dealing with an estate:
1. If there are two executors on a will, and the executors live within close radius. Should the initial meeting be held with all parties? And what about further meetings, who should be present?
2. With regards to any documents sent out by the solicitor (re: letters, emails etc), should both executors receive these document, and should the documents be address to both executors even tough they are being sent to two different addresses?
Also, lets say the two executors share a property on paper, but one of the executors has lived at another property for over 10 years. Do the solicitors have the right just to be sending documentation to the shared address, or should it be sent to the two different addresses? 
3. When signing any documentation for the solicitor, should the solicitor be providing copies of this signed paperwork to the executors for their records?
4. With regards to a draft Administration and Distribution Account in relation to the estate. Should both executors be named on this paper work or just one executor? 
5. Can the solicitor actually send out the a draft Administration and Distribution Account when elements of the estate are still outstanding and expect it to be approved by the executors? Especially when real estate, and Land is still awaiting registration and completion with the Land Registry. 
6. When Land is registered with the Land Registry should the financial figure say on the registry where is states (for example) "The value stated at the 1 January 2019 was £130.00" should this figure match under the "asset" section of the Administration and Distribution Account document, and should it match a valuation report that was done (say the valuation report was done 2016 but the land not registered until 2019,  should the figures still match? 
7. If the amount regarding point 6 was different, should I be concerned, and what should I do? 
8. On the Administration of estate form, it refers to the value element: Liquid estate, Land Value, Cost Ellement and figures are given. For the liquid easte it refers to a charge but in brackets states "not charged". For the land vaule again I'm given a figure but again in brackets it states "BUT SAY £XXXX.XX" There is a large reduction here. Then for the time ellement I charged another figure (no change to this amount).  
It looks like some form of discount but thats somthing I've never discussed what so ever with them, and I'm assuming this is somthing they can not nowgo back on or even  change?

I look forward to receiving some advise on the above.
 

You seem to be overthinking a lot of things - it really isn't that bad!

1. You don't necessarily need to have any meetings. As for who should be present, up to the executors to decide if both need to attend.
2. Whatever the executors agree. With e-mails it's easy to send to both.
3. Executors can take their own copies. You can ask for further copies, but you'll put your costs up.
4. Both.
5. A solicitor can always send a draft - that's why it's called a 'draft'.
6. Probably not.
7. and 8. Ask your solicitor - that's why you are employing them.

Thanks for the response.
But what about if they sent me the Administration of the Estate (the actual bill) at the same time of sending the draft Administration and Distribution Account document?

Did they? If so then it seems they just sent the draft late. very late.

Also, when a solicitors produces the time ledger report, should this have both names of the executors on it, and who should it be sent to, the executors or the person who's receiving the residue of the estate (if that person happens to be one of the executors too).
I would expect it to have both executors on it. The solicitors client is the executors not the beneficiaries. Even if they are the same, their client is that person acting as the executor.
I'm not overthinking things, I just don't believe they are doing their job correctly due to lots of reasons. So I was just wanting some advise.

Perhaps you could narrow down your questions to actual occurrences rather than hypotheticals, or drip feeding info (such as that the final accounts came out same time as draft)

For example, to take your question about who the report "should" have been sent to, you didnt state who it was sent to just gave several options. 

Since the executors are not the solicitors,   presumably they are working on behalf of the executors who engaged them, so the executors still carry the responsibilty for what is done regarding distribution to beneficiaries. And the solicitors should be corresponding wit executors as executors, not beneficiaries. Unless the executors have also handed this duty off to the solicitors as well ?

Important Note; IANAL

 

sheramber

I see you have deleted your previous thread  with the same questions.
Why don't you get advice from an independent solicitor?

badger09

sheramber said:

I see you have deleted your previous thread  with the same questions.
Why don't you get advice from an independent solicitor?

Presumably because the alter ego didn't like some of the answers they were getting. Really bugs me when posters do that sort of thing. 

Time wasters are annoying, but time wasters on this particular forum should be ashamed of themselves, when so many genuine posters come here seeking help at one of the most difficult times in their lives.